New Manager / Change Over Checklist

Date: _____________________

MGRs BOSS
Category
Action Items Yes No If no - explanation Initials Initials
HR All HR Posters posted
HR Employee Bulletin Board mounted
Properly stocked First Aid Kit is present in the unit
HR and available to all employees (latex rubber
gloves, bandaids, eyewash, burn cream etc.)
All Material Data Safety Sheets for cleaning
HR supplies utilized in the unit are on hand and
readily available.
Accident/ Incident procedures have been
HR
reviewed with Manager
Sexual Harassment Procedures reviewed with
HR
Management team
All Employee files are at 100% and stored in a
HR
locked location
HR All employee Performance Reviews are current
3 years of Payroll information system set up &
Office
stored in a secured location
52 Weeks of Weekly paperwork on hand & filed in
Office
the unit
Office Prior 31 Day Ticket file & procedures in place
Office Filing cabinet with operable lock in unit
Office Stable Desk present in the unit
Office Office Area neat & organized
Emergency Phone Numbers Posted (including,
Office
Fire Department, Police, Ambulance, etc.)
Contact phone numbers posted (office, Computer
Office
Help Desk, Equipment etc.)
Office Vendor / Supply contact numbers available
Adequate supply of mailing materials on hand
Office (ie., I-9 envelopes, envelopes, Deposit
envelopes, etc)
Adequate supply of business forms available as
applicable (ie., Applications, Deposit log, Transfer
Office
Summary form, Delivery Dominance Form, Party
Reservation form, Checkbook, etc.)
Adequate supply of Deposit Bags, Deposit Slips,
Office
& Store stamp on hand
Adequate supply of office supplies on hand (ie,
Office printer paper, staplers, file folders, ink pads,
pens, etc.)
Standards of Operations review conducted while
Operations
completing a Business Assessment with GM
Operations Minimum 85% Assessment Score attained
Delivery Dominance systems in place and being
Operations
utilized properly (map in place, etc.)
Operations Employee Checklists are available and in use
Operations Waste Logs in place and in use
 MGRs BOSS
Category
Action Items Yes No If no - explanation Initials Initials
Meat & Cheese Yield procedures covered with
Operations
Management team
Operations Prep Planning log in place and being utilized
First 2 weeks schedule prepared with new
Systems
Manager on Labor Scheduler
Labor Scheduler & Sales forecasting reviewed
Systems
with Manager

Systems First 2 weeks food order prepared with Manager

Build To System established with Manager for
Systems
food ordering
First 2 weeks of Prep Planning prepared with
Systems
Manager

Systems POS product sales history reviewed (if

applicable)
POS system review conducted utilizing the POS
Systems
Manual
Deposit / Cash Handling Procedures reviewed
Systems
with Management staff and Sign-Off completed
Back Office System & procedures reviewed
Systems
utilizing the Back Office Manual
Inventory system - Item location maintenance and
Systems
No show items are updated
Back Office Manuals Menu has been reviewed
Systems with Manager to ensure understanding of how to
access for future reference.
All systems and procedures in the Standards of
Systems Administration have been covered with the
Management Staff (utilizing Back Office Manuals
Menu)
All Back Office and POS passwords have been
Systems
updated
The first Week Ending Paperwork mailing to
Systems accountant completed with Manager and all
procedures reviewed.
Training All Job Aids posted
Training Monitor & Player availabe and in good
Training
working condition
Training All Training Videos present in the unit
Training Reference Manuals present in the unit
Training
and current
Trainer Outline Cards present in the unit and
Training
current.
Training Standards of Operation present in the unit.
Training All Employees are 100% Certified for role
Unit Daily Operating Principles posted
Unit MVP / Mission Statement Plaque mounted

Video Camera System is operational and in good

working condition. All applicable procedures
have been reviewed (ie, only use 24 hour video
Unit
tape, change daily, keep recorder locked, leave
lights on at night to enable proper recording, etc.)
**where applicable**
 MGRs BOSS
Category
Action Items Yes No If no - explanation Initials Initials
Unit Locks Changed

Security System is operational and in good

Unit working condition. All applicable procedures
have been reviewed (ie., securing pass codes,
wearing panic buttons, etc.) **where applicable**
Unit Security Codes Changed (if applicable)
Unit Panic Door Codes Changed (if applicable)

All safety and security concerns have been

Unit corrected (ie., slip & fall hazards, plumbing leaks,
burned out lighting, extension cords, etc.)

Unit Bank Signature Log updated

Proper Driver Cash Out procedures are in place -

cashing out after every run or utilizing drop boxes
Unit are the only acceptable procedures (if utilizing
drop boxes, they must be in good repair with an
adequate number of available keys)

Operable Safe present in the unit (combinations

Unit
and or key codes have been changed)
Adequate supply of Smallwares & Dishes on
Unit
hand to handle business needs
Adequate supply of cleaning supplies and
Unit
equipment are available (brooms, mops, etc.)
Unit Unit properly staffed to handle business needs
Unit All Equipment Operable & in good repair
Previous week's Inventory count verifed with the
Unit
new Manager
Unit Change fund verified with new Manager
All prior weeks Deposits have been verified (cash
Unit
& credit card)

I attest to the fact that all of the information above is correct, and that all necessary actions have been successfully
completed unless otherwise noted.

As the Manager of the unit, I understand that it is my responsibility to maintain all records, equipment, and procedures
to Standards as outlined in the Employeee Handbook and Standards of Operation. I further understand that failure to
do so will result in disciplinary action up to and including termination.

Managers Signature Date

Signature Date